Positioning for the Future

Digital Transformation with Vlocity Insurance & Financial Services.

Designed to work with Salesforce®

Unleashing Digital Transformation

Despite the excitement for innovation in the industry today, many insurance carriers struggle to deliver on even basic digital experiences, with legacy applications posing the most common obstacle to digital transformation. Designed to work with Salesforce Financial Services Cloud, Vlocity Insurance is a digital platform that allows insurers to overcome legacy constraints and transform their businesses for the modern age.

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The Vlocity Digital Insurance Platform

Unlike traditional policy-centric core processors, Vlocity Insurance has been designed from inception to deliver the best digital experiences for the user. Built 100% on Salesforce, Vlocity Insurance offers the ability to craft comprehensive digital journeys across the entire customer lifecycle.

Vlocity Insurance brings the entire policy lifecycle to the Cloud - from the quote to bind process to transactional service, claims, and renewals. The Vlocity Process Library provides dozens of pre-configured transactions that you can download, or you can design your own through Vlocity’s drag-and-drop tooling.

Vlocity Insurance offers six optimized applications out-of-the-box, each of which can be customized with your own branding. Applications include:

  • Producer portals (Salesforce Lightning Experience)
  • Policyholder and Broker portals
  • Consumer and Producer mobile applications (iOS and Android)
  • Contact Center consoles (Salesforce Lightning Experience)

The speed and depth of Vlocity Insurance comes from easy-to-administer middle and back office engines, providing services that run in the Cloud and can be managed by business people with no code.

  • Product set-up, including coverage terms and insured item facts
  • Rules for policy configuration, underwriting and claim adjudication
  • Rating algorithms, including matrix look-ups and calculations
  • Dynamic document generation and forms management
  • Open connectors for real-time AI integration

Vlocity Insurance provides dozens of insurance-specific objects, all 100% additive to Salesforce objects. Claims, Insured Items, Coverages, Policy Transactions and more are pre-configured yet easily extensible through Salesforce administrative screens. For data that resides outside Salesforce, Vlocity provides a series of Integration tools to easily connect to REST and SOAP endpoints.

Vlocity Insurance Solutions

Property & Casualty Insurance

Deliver omnichannel experiences across the lifecycle – from quote to service to dynamic FNOL experiences.

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Life Insurance & Annuities

Give your producers and customers tools to compare products, get an instant quote, complete an application, or change a beneficiary from any device.

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Group Insurance

Digitize rating, onboarding, and enrollment and bring new products to market quickly.

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Enable comprehensive claims management in the cloud - from first notice of loss to auto-adjudication, reserve management and a range of claims transactions.

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Service Contact Centers

Streamline transactions across systems to enable fast, intelligent service.

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Vella: Virtual Insurance Agent

Use the Vella virtual agent to deliver the next generation of insurance products and services.

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Vlocity Insurance & Financial Services supports multiple insurance lines of business via industry standard processes.

NY Life
Old Mutual
Liberty Mutual

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Vlocity Digital Transformation Plan

Vlocity Insurance can play a central role in your digital transformation, enabling you to rapidly build a vision, experience near-team success, and progressively build over time. The Vlocity plan entails not just deployment of technology, but development of digital skills and an agile culture.

Answering some preliminary questions can help establish your digital readiness and build a case for the need for change. These questions uncover digital deficiencies that Vlocity Insurance can quickly solve. For example:

  • Can you deliver a quote online in real-time?
  • Can your producers and policyholders do business on their Smartphones?
  • Are transactions consistent across channels?
  • How long, and how much does it cost, to introduce a new product?

In the span of 2-5 months, Vlocity Insurance can be deployed into production for a small set of products in one or more channels. This rapid approach not only demonstrates the capabilities of the software, but also trains your team on its capabilities including:

  • Product, Rules and Rating Set-Up
  • Digital Experience Design and Implementation
  • Integration Configuration, including Transformations
  • Policy Transaction Set-Up

Following the Empowerment phase, your team will be able to measure the impact of the initial implementation and plan for broader transformation across the enterprise. Digital transformation programs gain momentum through consistent, periodic releases, with each phase leveraging learnings of the prior. Vlocity recommends releases every 6-12 weeks and supports the gradual reduction of legacy systems over time.

Vlocity is the Thought Leader in Insurance & Financial Services Solutions

Newsweek Vantage Survey
Vlocity, Salesforce and Deloitte teamed up with Newsweek to conduct global insurance survey
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DIA Top 100
Vlocity Named as One of Digital Insurance Agenda’s Top 100 Insurtechs
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Property & Casualty 360
Vella, a Virtual Insurance Agent from Vlocity Featured During Day 2 of InsureTech Connect 2017
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Ask the Experts

Vlocity’s team of industry experts brings decades of experience delivering customer relationship management systems for global companies. We are happy to answer any questions you might have. Please reach out to our experts via the forms below.

Unleashing Digital Transformation

with Vlocity and Salesforce

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